Filed December 6, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $68,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,386 | $35,986+167.8% | $77,482+24.4% | $73,488+31.2% |
| Participation rate | 54.1% | 40.8%+13.3pp | 54.2%-0.1pp | 70.7%-16.6pp |
| Annual return | 15.66% | 19.26%-3.6pp | 54.79%-39.1pp | 28.51%-12.8pp |
| Employer contribution / active EE | $723 | $557+29.8% | $986-26.7% | $2,270-68.1% |
| Participant deferral / active EE | $2,532 | $1,198+111.4% | $1,861+36.1% | $3,740-32.3% |
| Admin fee / account holder | $375 | $466-19.4% | $2,858-86.9% | $513-26.8% |